Signals vs Noise Article







March 2004 Stock Report

Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
GENOME THERAPEUTICS CORP $5.62 78% 304% $415 $29 $2 $388 $6.2 -$5 5.5 Feb-82 0.5 $11.00 $90
HUMAN GENOME SCIENCES $12.53 70% 46% $1,622 $981 $504 $1,145 $1.0 -$196 5.0 Dec-93 4.2 $3.00 $176
INCYTE CORP. $8.31 81% 184% $604 $305 $167 $466 $1.0 -$163 1.9 Nov-93 4.4 $1.88 $47
MILLENNIUM PHARMACEUTICALS $16.90 85% 105% $5,137 $945 $207 $4,399 $2.9 -$586 1.6 May-96 5.6 $3.00 $273
MYRIAD GENETICS $16.17 87% 60% $439 $72 $0 $367 $0.7 -$40 1.8 Oct-95 1.8 $9.00 $163
1st Generation Genomics Average   80% 140% $1,643 $466   $1,353 $2.4 -$198 3.2   3.3    
1st Generation Genomics Median   83% 102% $521 $188   $427 $1.0 -$101 1.8   3.0    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ACLARA BIOSCIENCES $4.00 86% 96% $144 $88 $1 $56 $0.9 -$15 6.0 Mar-00 0.2 $21.00 $682
AFFYMETRIX $33.77 93% 25% $2,036 $467 $388 $1,957 $2.2 na na Jun-96 4.5 $7.50 $287
CALIPER LIFE SCIENCES $6.90 70% 110% $197 $70 $0 $128 $0.3 -$80 0.9 Dec-99 0.4 $16.00 $333
CEPHEID $9.31 69% 135% $388 $81 $2 $309 $1.7 -$18 4.5 Jun-00 1.6 $6.00 $158
CIPHERGEN BIOSYSTEMS $8.40 60% 68% $244 $50 $32 $226 $0.7 -$27 1.9 Sep-00 0.5 $16.00 $417
COMBIMATRIX CORP. $5.98 64% 229% $165 $17 $0 $148 $2.5 -$16 1.1 na na na na
COMPUGEN LTD $6.50 80% 240% $171 $20 $0 $151 $0.9 -$14 1.4 Sep-00 0.7 $10.00 $0
ILLUMINA $7.50 73% 214% $247 $34 $26 $238 $6.6 -$16 2.1 Jul-00 0.5 $16.00 $515
NANOGEN $7.53 50% 549% $235 $31 $1 $205 $1.5 -$24 1.3 Apr-98 0.7 $11.00 $197
ORCHID BIOSCIENCES $10.00 70% 400% $218 $18 $2 $202 $0.5 -$8 2.3 May-00 1.3 $8.00 $263
SEQUENOM $2.87 64% 58% $115 $64 $12 $62 $0.3 -$40 1.6 Feb-00 0.1 $26.00 $609
TRANSGENOMIC $1.96 59% 3% $50 $3 $0 $47 $0.2 -$34 0.1 Jul-00 0.1 $15.00 $317
Genomic Supply Average   70% 177% $351 $79   $311 $1.5 -$27 2.1   1.0    
Genomic Supply Median   70% 110% $197 $34   $151 $0.9 -$17 1.5   0.6    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ARENA PHARMACEUTICALS $6.50 76% -6% $166 $159 $0 $7 $0.0 -$58 2.7 Jul-00 0.4 $18.00 $394
CELERA GENOMICS GROUP $14.51 81% 63% $1,056 $782 $0 $274 $0.4 -$54 14.4 Feb-00 0.1 $225.00 na
CURAGEN CORP. $6.24 65% 81% $312 $345 $150 $117 $0.4 -$70 4.9 Mar-98 1.1 $5.75 $143
DECODE GENETICS $10.63 77% 445% $579 $75 $63 $568 $1.4 -$42 1.8 Jul-00 0.6 $18.00 $818
EXELIXIS $8.52 87% 36% $607 $240 $111 $478 $0.8 -$93 2.6 Apr-00 0.7 $13.00 $520
GENAISSANCE PHARMACEUTICALS $3.49 79% 166% $80 $19 $9 $71 $0.7 -$16 1.1 Aug-00 0.3 $13.00 $288
GENE LOGIC  $5.05 59% -5% $157 $115 $1 $43 $0.1 -$20 5.9 Nov-97 0.6 $8.00 $109
GENENCOR INTERNATIONAL $13.31 76% 25% $789 $203 $99 $686 $0.6 na na Jul-00 0.7 $18.00 $1,045
LARGE SCALE BIOLOGY CORP. $1.68 58% 344% $43 $8 $0 $35 $0.5 -$28 0.3 Aug-00 0.1 $17.00 $388
LEXICON GENETICS $6.27 77% 53% $397 $918 $56 ($465) ($0.7) -$47 19.4 Apr-00 0.3 $22.00 $1,037
LYNX THERAPEUTICS $4.53 54% 129% $24 $6 $0 $18 $0.2 -$15 0.4 na na na na
MAXYGEN $9.48 61% 29% $332 $121 $0 $210 $0.8 -$38 3.2 Dec-99 0.6 $16.00 $465
NUVELO $12.54 76% 423% $326 $114 $20 $232 $3.7 -$38 3.0 Sep-97 0.9 $14.00 $175
PARADIGM GENETICS $1.26 65% 241% $41 $17 $8 $32 $0.2 -$9 2.0 May-00 0.2 $7.00 $177
RIGEL PHARMACEUTICALS $22.13 84% 224% $396 $112 $4 $288 $2.3 -$48 2.3 Nov-00 3.2 $7.00 $230
SANGAMO BIOSCIENCES $6.18 74% 100% $154 $44 $0 $110 $1.9 -$7 6.5 Apr-00 0.4 $15.00 $312
ZYMOGENETICS $15.46 81% 63% $815 $303 $0 $513 $1.4 -$73 4.1 Feb-01 1.3 $12.00 $547
Genomic Targets Average   72% 142% $369 $211   $189 $0.9 -$41 4.7   0.7    
Genomic Targets Median   76% 91% $319 $115   $113 $0.6 -$38 2.7   0.6    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ALEXION PHARMACEUTICALS $23.77 91% 80% $522 $227 $120 $414 $2.2 -$74 3.1 Feb-96 2.9 $8.25 $62
ATHEROGENICS $22.87 99% 154% $846 $133 $101 $813 $8.4 -$63 2.1 Aug-00 2.9 $8.00 $184
AUTOIMMUNE $1.17 52% 58% $20 $11 $0 $9 $4.5 -$0 27.0 Jan-93 0.1 $13.00 $129
CONNETICS CORP. $22.02 86% 46% $775 $120 $0 $655 $3.0 na na Feb-96 2.0 $11.00 $81
CORTECH $3.07 94% 17% $11 $12 $0 ($1) ($0.7) -$0 29.3 Nov-92 0.1 $40.00 $116
CYPRESS BIOSCIENCE $11.50 68% 358% $258 $24 $0 $234 $15.6 -$29 0.8 Dec-83 0.1 $80.00 $33
ICOS CORP. $36.93 77% 101% $2,335 $419 $279 $2,195 $3.3 -$137 3.1 Jun-91 4.6 $8.00 $172
INKINE PHARMACEUTICAL CO. $5.19 78% 241% $252 $41 $0 $211 $3.7 na na na na na na
LA JOLLA PHARMACEUTICAL CO. $2.76 53% 130% $169 $61 $2 $110 $0.9 -$34 1.8 Jun-94 0.6 $5.00 $43
PROTEIN DESIGN LABS $23.82 93% 221% $2,238 $504 $260 $1,994 $3.6 -$292 1.7 Jan-92 3.2 $7.50 $191
TANOX $14.89 65% 35% $654 $164 $15 $505 $4.3 -$11 14.6 Apr-00 0.5 $28.50 $1,193
Autoimmune Average   78% 131% $734 $156   $649 $4.4 -$71 9.3   1.7    
Autoimmune Median   82% 100% $390 $90   $324 $3.4 -$31 2.6   1.0    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ALLOS THERAPEUTICS $4.80 81% 17% $149 $41 $0 $108 $1.8 na na Mar-00 0.3 $18.00 $604
ANTIGENICS $10.66 67% 30% $480 $149 $16 $348 $1.6 -$72 2.1 Feb-00 0.6 $18.00 $429
APHTON CORP. $4.70 47% 106% $177 $72 $11 $115 $2.3 -$22 3.2 na na na na
ARIAD PHARMACEUTICALS $9.55 84% 602% $450 $104 $8 $354 $6.8 -$23 4.6 May-94 1.2 $8.00 $124
AVI BIOPHARMA $3.03 41% 5% $109 $38 $0 $71 $0.7 -$12 3.1 Jun-97 0.3 $9.00 $103
BIOMIRA $1.87 38% 58% $117 $20 $0 $97 $0.6 -$14 1.4 Jun-87 0.4 $4.40 $43
BOSTON LIFE SCIENCES $1.22 41% 28% $40 $11 $4 $32 $2.7 -$8 1.4 na na na na
CANCERVAX $10.61 79% na $283 $109 $8 $182 $1.2 -$44 2.5 Oct-03 0.9 $12.00 $308
CELGENE CORP. $47.65 97% 80% $3,882 $685 $400 $3,598 $5.3 na na Jul-87 13.0 $3.66 $55
CELL THERAPEUTICS $8.46 54% -3% $426 $97 $192 $520 $1.4 -$147 0.7 Mar-97 0.8 $10.00 $166
CORIXA CORP. $6.40 65% 1% $355 $154 $134 $335 $1.0 -$67 2.3 Oct-97 0.5 $13.00 $152
CYTOGEN CORP. $12.37 81% 331% $160 $32 $0 $129 $2.1 -$12 2.5 Jun-86 1.0 $13.00 $148
DENDREON CORP. $13.30 84% 170% $768 $252 $2 $518 $3.5 na na Jun-00 1.3 $10.00 $210
DUSA PHARMACEUTICALS $10.70 72% 565% $143 $35 $2 $109 $2.2 -$15 2.3 Jan-92 1.8 $6.00 $30
ENTREMED $3.48 53% 259% $129 $38 $0 $91 $2.1 -$24 1.6 Jun-96 0.2 $15.00 $182
EXEGENICS $0.89 74% 78% $14 $12 $0 $2 $0.2 -$6 2.0 na na na na
GENAERA CORP. $4.47 68% 1342% $233 $14 $0 $220 $9.6 -$17 0.8 Dec-91 0.5 $9.00 $62
GENITOPE $11.42 78% na $195 $0 $0 $195 $2.1 na na Oct-03 1.3 $9.00 $145
GENTA INC. $10.50 59% 48% $816 $86 $46 $776 $5.0 -$80 1.1 Dec-91 0.1 $100.00 $123
GERON CORP. $9.40 56% 142% $370 $111 $6 $265 $5.0 -$30 3.6 Jul-96 1.2 $8.00 $77
ILEX ONCOLOGY $23.92 92% 204% $934 $142 $38 $831 $3.8 -$71 2.0 Feb-97 2.0 $12.00 $143
IMCLONE SYSTEMS $50.75 87% 196% $3,777 $123 $240 $3,894 $9.2 -$105 1.2 Nov-91 7.3 $7.00 $107
IMMUNOGEN $6.72 92% 180% $273 $102 $0 $171 $1.5 -$5 19.5 Nov-89 0.7 $10.00 $60
IMMUNOMEDICS $4.05 42% 43% $202 $18 $6 $190 $1.8 -$19 1.0 Oct-83 3.2 $1.25 $25
MAXIM PHARMACEUTICALS $8.56 81% 173% $240 $82 $2 $159 $1.7 -$40 2.1 Jul-96 1.1 $7.50 $50
MEDAREX $8.97 90% 185% $709 $370 $300 $639 $1.5 -$149 2.5 Jun-91 3.0 $3.00 $31
NAPRO BIOTHERAPEUTICS $2.88 86% 357% $89 $52 $6 $43 $0.8 -$44 1.2 Apr-94 0.6 $5.00 $41
NEOPHARM $18.76 83% 67% $435 $121 $0 $314 $3.0 -$52 2.3 Jan-96 5.9 $3.18 $28
NEORX CORP. $4.38 61% 484% $132 $28 $5 $108 $2.8 -$12 2.3 Aug-88 0.2 $28.00 $102
OSI PHARMACEUTICALS $38.40 89% 151% $1,497 $370 $310 $1,437 $3.0 -$160 2.3 Apr-86 6.4 $6.00 $53
OXIGENE $9.30 48% 528% $157 $19 $0 $138 $12.5 -$7 2.8 Oct-93 1.6 $6.00 $28
PHARMION $22.54 91% na $539 $28 $13 $525 $8.9 -$52 0.5 Nov-03 1.6 $14.00 $358
PRAECIS PHARMACEUTICALS $5.91 74% 48% $308 $144 $33 $198 $1.1 -$64 2.2 Apr-00 0.6 $10.00 $400
PROGENICS PHARMACEUTICALS $19.04 81% 324% $319 $61 $0 $259 $2.2 -$39 1.6 Nov-97 2.4 $8.00 $70
QLT $25.54 96% 185% $1,773 $523 $173 $1,422 $4.3 na na Sep-86 23.6 $1.08 $22
SCICLONE PHARMACEUTICALS $5.40 55% 3% $241 $65 $7 $182 $1.7 -$19 3.5 Mar-92 0.7 $7.45 $63
SEATTLE GENETICS $8.23 76% 214% $331 $108 $0 $223 $2.1 -$22 5.0 Mar-01 1.2 $7.00 $207
SPECTRUM PHARMACEUTICALS $8.35 81% 309% $84 $27 $0 $57 $3.6 -$17 1.5 na na na na
SUPERGEN $12.80 92% 378% $492 $27 $0 $465 $4.0 -$75 0.4 Mar-96 2.1 $6.00 $21
VERNALIS $2.70 89% -2% $46 $67 $0 ($21) ($0.2) -$26 2.6 May-96 0.4 $7.20 $178
XENOVA PLC $1.97 56% -20% $39 $27 $0 $12 $0.1 -$21 1.3 Jul-94 0.1 $16.00 $90
Cancer Average   72% 207% $534 $111   $471 $3.1 -$44 2.6   2.4    
Cancer Median   79% 151% $257 $66   $192 $2.1 -$24 2.1   1.1    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
CV THERAPEUTICS $15.13 36% -17% $476 $443 $298 $331 $1.3 -$140 3.2 Nov-96 1.9 $8.00 $48
ENCYSIVE PHARMACEUTICALS $10.28 94% 843% $541 $84 $0 $457 $5.0 -$35 2.4 Dec-93 1.5 $6.75 $88
MEDICINES COMPANY $40.00 96% 106% $2,223 $137 $0 $2,085 $11.0 na na Sep-00 2.5 $16.00 $506
MYOGEN $10.95 57% na $290 $115 $4 $179 $3.1 -$61 1.9 Oct-03 0.8 $14.00 $358
NITROMED $7.85 68% na $201 $35 $0 $166 $4.1 -$14 2.6 Nov-03 0.7 $11.00 $264
QUESTCOR PHARMACEUTICALS $0.90 72% 10% $40 $3 $4 $40 $0.8 -$15 0.2 na na na na
Cardiovascular Average   71% 235% $629 $136   $543 $4.2 -$53 2.1   1.5    
Cardiovascular Median   72% 100% $290 $84   $179 $3.1 -$25 2.2   1.3    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ALBANY MOLECULAR RESEARCH $14.90 89% 5% $472 $129 $58 $400 $0.5 na na Feb-99 1.5 $10.00 $280
ARGONAUT TECHNOLOGIES $1.38 51% 50% $28 $14 $0 $14 $0.1 -$3 4.9 Jul-00 0.1 $15.00 $253
ARQULE $5.94 85% 146% $171 $79 $7 $99 $0.4 -$20 3.9 Oct-96 0.5 $12.00 $114
ARRAY BIOPHARMA $9.00 94% 116% $257 $36 $0 $221 $0.9 -$25 1.4 Nov-01 1.2 $7.50 $168
BIOCRYST PHARMACEUTICALS $8.35 89% 442% $179 $21 $0 $158 $3.4 -$13 1.6 Mar-94 1.3 $6.50 $47
DISCOVERY PARTNERS INTERNATIONAL $6.15 91% 137% $152 $74 $0 $78 $0.4 na na Jul-00 0.3 $18.00 $428
KOSAN BIOSCIENCES $10.62 75% 110% $307 $83 $3 $227 $1.7 -$2 41.3 Oct-00 0.8 $14.00 $341
PHARMACOPEIA $20.12 93% 143% $483 $140 $0 $343 $0.5 na na Dec-95 1.3 $16.00 $158
SYMYX TECHNOLOGIES $28.70 96% 100% $913 $139 $0 $774 $3.3 na na Nov-99 2.1 $14.00 $398
VERTEX PHARMACEUTICALS $9.42 50% -14% $735 $586 $345 $494 $0.7 -$443 1.3 Jul-91 2.1 $4.50 $85
Chemistry Average   81% 124% $370 $130   $281 $1.2 -$84 9.1   1.1    
Chemistry Median   89% 110% $257 $79   $221 $0.7 -$13 1.6   1.2    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ADOLOR CORP. $15.06 67% 27% $584 $213 $0 $371 $2.9 -$58 3.7 Nov-00 1.0 $15.00 $407
CEPHALON $57.33 94% 36% $3,207 $1,223 $1,419 $3,403 $2.1 na na Apr-91 3.2 $18.00 $155
DOV PHARMACEUTICAL $15.52 83% 154% $259 $49 $15 $225 $6.2 -$48 1.0 Apr-02 1.2 $13.00 $188
GUILFORD PHARMACEUTICALS $7.28 76% 116% $247 $82 $92 $257 $1.0 -$96 0.8 Jun-94 1.4 $5.33 $30
INDEVUS PHARMACEUTICALS $6.05 78% 163% $286 $76 $2 $212 $7.9 -$48 1.6 Mar-90 3.0 $2.00 $31
NEUROBIOLOGICAL TECHNOLOGIES $4.75 54% -24% $91 $3 $0 $89 $8.1 -$4 0.6 Feb-94 0.6 $8.00 $30
NEUROCRINE BIOSCIENCES $59.09 95% 34% $2,088 $458 $37 $1,666 $5.3 na na May-96 5.6 $10.50 $172
NYMOX PHARMACEUTICAL $4.87 90% 28% $117 $1 $0 $116 $5.5 -$3 0.3 na na na na
PAIN THERAPEUTICS $6.92 70% 287% $245 $13 $0 $232 $7.7 -$27 0.5 Jul-00 0.6 $12.00 $319
PHARMOS CORP. $4.04 80% 411% $355 $62 $19 $311 $5.9 -$22 2.8 Jul-83 0.2 $20.00 $16
STEMCELLS $1.68 54% 77% $57 $4 $2 $55 $1.9 -$10 0.5 Mar-92 0.2 $11.00 $82
TITAN PHARMACEUTICALS $5.02 85% 187% $146 $48 $0 $98 $1.6 -$42 1.1 Jan-96 1.0 $5.00 $66
CNS Average   77% 125% $640 $186   $586 $4.7 -$36 1.3   1.6    
CNS Median   80% 100% $247 $49   $225 $5.3 -$27 1.0   1.0    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ABGENIX $13.32 78% 76% $1,176 $360 $200 $1,016 $2.5 -$212 1.7 Jul-98 6.7 $2.00 $86
ACUSPHERE $8.35 51% na $119 $55 $1 $65 $1.1 -$27 2.1 Oct-03 0.6 $14.00 $200
AEROGEN $3.62 57% 202% $15 $1 $0 $14 $0.2 -$18 0.0 Nov-00 0.3 $12.00 $233
ALKERMES $15.99 98% 91% $1,427 $169 $123 $1,381 $3.2 -$84 2.0 Jul-91 3.2 $5.00 $70
ANDRX CORP. $27.20 88% 188% $1,974 $300 $13 $1,687 $0.8 na na Jun-96 9.1 $3.00 $155
ARADIGM CORP. $2.35 67% 99% $148 $31 $0 $117 $0.6 -$24 1.3 Jun-96 0.2 $11.00 $114
ATRIX LABORATORIES $25.50 83% 86% $528 $102 $0 $426 $2.7 na na na na na na
BIODELIVERY SCIENCES INTERNATIONAL $3.38 68% 21% $24 $3 $1 $22 $1.2 -$4 0.6 na na na na
CIMA LABS $31.43 94% 56% $457 $84 $0 $374 $1.4 -$39 2.1 Jul-94 3.5 $9.00 $66
DEPOMED $7.83 92% 226% $271 $45 $10 $236 $3.2 -$38 1.2 Nov-97 1.3 $6.10 $33
DOR BIOPHARMA $0.84 53% -21% $29 $6 $0 $24 $5.9 -$4 1.3 na na na na
DURECT CORP. $3.39 76% 123% $173 $62 $62 $173 $1.6 -$21 2.9 Sep-00 0.3 $12.00 $557
EMISPHERE TECHNOLOGIES $6.61 72% 141% $121 $36 $39 $124 $1.0 -$37 1.0 Feb-89 1.3 $5.00 $15
ENZON PHARMACEUTICALS $15.43 84% 27% $676 $115 $400 $961 $3.0 na na Feb-84 10.3 $1.50 $12
FLAMEL TECHNOLOGIES SA $25.90 59% 346% $500 $24 $2 $477 $3.2 na na na na na na
GENEREX BIOTECHNOLOGY $1.38 47% 5% $43 $11 $2 $34 $1.3 -$19 0.6 na na na na
GENETRONICS BIOMEDICAL $1.63 84% 482% $96 $14 $0 $82 $4.1 -$7 1.9 na na na na
KOS PHARMACEUTICALS $40.74 69% 136% $1,504 $270 $30 $1,264 $1.4 na na Mar-97 2.7 $15.00 $233
MACROCHEM CORP. $1.35 71% 165% $45 $7 $0 $37 $2.3 -$9 0.8 Feb-85 0.5 $3.00 $13
MEDICIS PHARMACEUTICAL $32.21 97% -38% $1,531 $571 $471 $1,432 $4.6 na na na na na na
NASTECH PHARMACEUTICAL $13.18 90% 67% $157 $26 $9 $140 $1.7 -$24 1.1 na na na na
NEKTAR THERAPEUTICS $21.52 89% 263% $1,209 $292 $393 $1,310 $2.0 na na May-94 5.7 $3.75 $65
NOVAVAX $5.86 68% 41% $203 $30 $42 $216 $1.8 -$12 2.4 na na na na
NOVEN PHARMACEUTICALS $21.47 83% 65% $498 $93 $0 $405 $1.3 na na May-88 39.0 $0.55 $5
SEPRACOR $48.10 97% 246% $4,099 $797 $1,471 $4,773 $4.9 -$136 5.9 Sep-91 9.6 $5.00 $168
Delivery Average   77% 129% $681 $140   $672 $2.3 -$42 1.7   5.9    
Delivery Median   80% 99% $237 $50   $226 $1.8 -$22 1.3   2.7    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ADVANCED MAGNETICS $11.05 73% 160% $86 $24 $0 $62 $2.8 -$4 6.7 na na na na
BIOSITE INC. $31.97 55% -9% $500 $62 $19 $457 $0.6 na na Feb-97 2.7 $12.00 $149
CHOLESTECH CORP. $8.80 68% 17% $123 $20 $0 $103 $0.5 -$16 1.3 Jun-92 1.8 $5.00 $32
DIAGNOSTIC PRODUCTS CORP. $43.30 84% 23% $1,256 $81 $19 $1,195 $0.5 na na Jun-82 10.8 $4.00 $43
DIGENE CORP. $34.38 70% 123% $669 $42 $4 $631 $2.1 na na May-96 3.0 $11.50 $128
ENZO BIOCHEM $16.83 59% 26% $506 $81 $0 $425 $1.9 -$6 13.5 Jun-80 19.3 $0.87 $8
EPIX MEDICAL $20.75 89% 159% $471 $81 $0 $390 $4.5 -$34 2.4 Feb-97 3.0 $7.00 $59
EXACT SCIENCES CORP. $7.84 44% -19% $151 $76 $0 $75 $0.9 -$23 3.3 Jan-01 0.6 $14.00 $261
GEN-PROBE INC. $33.35 84% 178% $1,635 $176 $0 $1,459 $2.0 na na Sep-87 4.8 $7.00 $103
HYCOR BIOMEDICAL $4.89 75% 117% $40 $7 $0 $32 $0.2 na na na na na na
IDEXX LABORATORIES $56.87 95% 59% $1,974 $242 $1 $1,733 $0.7 na na Jun-91 15.2 $3.75 $76
IMMUCOR $18.12 75% -15% $357 $13 $16 $360 $1.0 na na na na na na
LUMINEX CORP. $9.05 67% 86% $277 $40 $0 $236 $1.8 -$2 16.8 Mar-00 0.5 $17.00 $450
MARTEK BIOSCIENCES CORP. $56.96 78% 105% $1,664 $72 $40 $1,632 $4.3 na na Nov-93 8.1 $7.00 $54
MATRITECH $1.44 48% -37% $52 $8 $3 $47 $0.7 -$9 0.9 Jul-92 0.3 $5.00 $22
MERIDIAN BIOSCIENCE $10.19 79% 30% $151 $5 $22 $168 $0.7 na na na na na na
ORASURE TECHNOLOGIES $10.39 87% 54% $460 $65 $4 $399 $2.3 na na na na na na
QUIDEL CORP. $6.59 47% 83% $207 $32 $10 $185 $0.7 na na Aug-81 0.7 $10.00 $19
SONUS PHARMACEUTICALS $6.90 78% 194% $125 $20 $0 $106 $2.6 -$10 1.9 Oct-95 1.0 $7.00 $60
TRINITY BIOTECH PLC $3.80 57% 65% $163 $2 $5 $166 $0.3 na na na na na na
Diagnostic/imag. Average   70% 70% $543 $57   $493 $1.6 -$13 5.8   5.1    
Diagnostic/imag. Median   75% 65% $277 $40   $236 $1.0 -$9 2.4   2.7    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AASTROM BIOSCIENCES $1.32 72% 371% $95 $11 $0 $84 $1.9 -$10 1.2 Feb-97 0.2 $7.00 $88
AVIGEN $5.47 69% 72% $111 $88 $8 $31 $0.3 -$27 3.3 May-96 0.7 $8.00 $58
CELL GENESYS $12.04 74% 72% $479 $255 $148 $371 $1.4 -$68 3.7 Jan-93 1.1 $11.00 $120
CORAUTUS GENETICS $6.70 87% 338% $67 $10 $6 $63 $2.1 -$7 1.3 na na na na
GENVEC $3.47 77% 131% $179 $28 $6 $156 $1.8 -$21 1.4 Dec-00 0.4 $9.50 $186
INTROGEN THERAPEUTICS $8.58 76% 319% $228 $37 $8 $199 $2.8 -$22 1.7 Oct-00 1.1 $8.00 $167
SIRNA THERAPEUTICS $4.05 35% 57% $129 $37 $4 $96 $1.4 -$24 1.5 Apr-96 0.4 $10.00 $59
TARGETED GENETICS CORP. $2.17 49% 417% $168 $22 $13 $159 $1.8 -$25 0.9 May-94 0.4 $6.00 $54
TRANSGENE SA $4.00 85% 196% $121 $50 $0 $71 $0.4 -$32 1.5 Mar-98 0.1 $43.50 $212
TRANSKARYOTIC THERAPIES $17.20 91% 207% $595 $186 $0 $409 $1.3 -$59 3.2 Oct-96 1.1 $15.00 $234
VALENTIS $5.87 70% 82% $34 $8 $0 $26 $1.4 -$12 0.6 Sep-97 0.5 $12.00 $161
VICAL INC. $6.14 75% 133% $123 $85 $11 $50 $0.3 -$28 3.1 Mar-93 1.2 $5.00 $52
Gene therapy Average   72% 200% $194 $68   $143 $1.4 -$28 1.9   0.6    
Gene therapy Median   75% 133% $123 $37   $84 $1.4 -$24 1.5   0.6    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
ADVANCIS $9.14 89% na $208 $67 $3 $144 $1.8 -$21 3.1 Oct-03 0.9 $10.00 $224
AVANT IMMUNOTHERAPEUTICS $2.61 67% 156% $193 $21 $0 $172 $2.9 -$11 1.9 May-86 0.7 $4.00 $38
CUBIST PHARMACEUTICALS $9.19 57% 22% $369 $127 $198 $440 $1.5 -$126 1.0 Oct-96 1.5 $6.00 $55
EPIMMUNE $2.42 56% 188% $33 $6 $0 $26 $0.7 -$5 1.3 Nov-91 0.0 $91.00 $167
GENELABS TECHNOLOGIES $2.69 83% 112% $237 $28 $0 $209 $2.8 -$27 1.0 Jun-91 0.3 $9.13 $160
IMMUNE RESPONSE CORP. $1.57 40% 25% $65 $13 $8 $59 $1.3 -$30 0.4 May-90 0.1 $28.00 $77
INTERMUNE $19.50 69% -3% $622 $218 $150 $553 $2.1 -$93 2.3 Mar-00 1.0 $20.00 $433
INTRABIOTICS PHARMACEUTICALS - $16.80 87% 678% $89 $27 $0 $62 $6.2 -$17 1.6 Apr-00 1.1 $15.00 $419
MEDIMMUNE $23.08 55% -29% $5,729 $850 $681 $5,561 $3.4 na na May-91 15.0 $1.54 $114
NABI BIOPHARMACEUTICALS $15.56 91% 162% $890 $122 $27 $795 $1.1 -$26 4.6 na na na na
SIGA TECHNOLOGIES $1.96 66% 69% $37 $2 $0 $35 $2.1 -$6 0.2 Sep-97 0.4 $5.00 $32
TRIMERIS $14.75 27% -64% $318 $95 $0 $224 $2.2 -$60 1.6 Oct-97 1.2 $12.00 $120
VAXGEN $11.34 77% 209% $236 $22 $0 $215 $1.8 -$35 0.6 Jul-99 0.9 $13.00 $146
VICURON PHARMACEUTICALS $22.75 93% 122% $1,229 $172 $10 $1,066 $28.8 -$89 1.9 Sep-00 2.1 $11.00 $249
VION PHARMACEUTICALS $3.96 94% 1138% $217 $16 $0 $201 $6.9 -$13 1.2 Aug-95 1.0 $4.00 $32
VIROLOGIC $3.03 69% 153% $162 $11 $1 $151 $0.8 -$2 6.8 May-00 0.4 $7.00 $137
VIROPHARMA INC. $2.30 48% 59% $61 $124 $128 $65 $0.7 -$28 4.4 Nov-96 0.3 $7.00 $65
XOMA LTD $5.14 48% 37% $433 $87 $59 $405 $1.8 -$78 1.1 Jun-86 0.3 $16.00 $140
Infection Average   67% 178% $618 $111   $577 $3.8 -$39 2.1   1.6    
Infection Median   69% 106% $217 $28   $201 $1.8 -$27 1.5   0.9    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AMYLIN PHARMACEUTICALS $23.69 77% 63% $2,223 $276 $177 $2,125 $9.4 -$69 4.0 Jan-92 1.7 $14.00 $240
BIOMARIN PHARMACEUTICAL $7.52 55% -36% $483 $225 $125 $383 $1.4 -$103 2.2 Aug-99 0.6 $13.00 $449
INSMED $3.13 73% 480% $120 $30 $0 $90 $4.5 -$10 3.0 na na na na
KERYX BIOPHARMACEUTICALS $15.28 99% 991% $327 $32 $0 $296 $12.3 -$9 3.4 Jul-00 1.5 $10.00 $194
NPS PHARMACEUTICALS $28.52 78% 71% $1,061 $306 $192 $947 $3.5 -$194 1.6 May-94 5.2 $5.50 $40
SAVIENT PHARMACEUTICALS $3.83 57% 52% $868 $30 $13 $851 $1.8 na na Sep-83 0.3 $13.00 $68
VIVUS $6.15 83% 51% $234 $36 $0 $198 $1.7 na na Apr-94 0.9 $7.00 $164
ZONAGEN $2.82 65% 156% $32 $23 $0 $9 $2.4 -$4 6.4 Mar-93 0.5 $5.50 $19
Metabolic Average   73% 229% $669 $120   $612 $4.6 -$65 3.4   1.5    
Metabolic Median   77% 71% $327 $32   $296 $2.4 -$10 3.0   0.9    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
AMGEN $58.15 80% 1% $74,436 $5,682 $3,080 $71,834 $5.6 na na Jun-83 166.1 $0.35 $175
BIOGEN IDEC $55.60 93% 69% $18,459 $1,027 $887 $18,320 $4.9 na na Sep-91 22.2 $2.50 $131
CHIRON CORP. $44.01 77% 14% $8,253 $675 $1,084 $8,662 $1.6 na na Aug-83 14.7 $3.00 $98
GENENTECH $105.82 93% 207% $55,528 $1,675 $412 $54,265 $8.7 na na Oct-80 73.0 $1.45 $246
GENZYME CORP. $46.78 81% 35% $10,571 $658 $1,436 $11,349 $2.0 na na Jun-86 18.7 $2.50 $70
GILEAD SCIENCES $55.45 79% 39% $11,854 $933 $345 $11,267 $7.9 na na Jan-92 14.8 $3.75 $210
Revenue-driven Average   84% 61% $29,850 $1,775   $29,283 $5.1       51.6    
Revenue-driven Median   81% 39% $11,854 $933   $11,349 $4.9       28.7    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
DIVERSA CORP. $8.92 73% -5% $384 $130 $20 $275 $0.8 -$18 7.2 Feb-00 0.4 $24.00 $840
DYAX CORP. $10.29 71% 502% $320 $45 $11 $286 $2.6 -$28 1.6 Aug-00 0.7 $15.00 $295
ISIS PHARMACEUTICALS $7.76 81% 149% $434 $223 $230 $440 $1.0 -$102 2.2 May-91 0.8 $10.00 $104
LIGAND PHARMACEUTICALS $20.10 96% 244% $1,475 $103 $173 $1,544 $3.3 na na Nov-92 2.4 $8.27 $131
NEUROGEN CORP. $8.53 72% 136% $170 $48 $16 $138 $0.9 -$34 1.4 Oct-89 1.4 $6.00 $35
ONYX PHARMACEUTICALS $40.49 96% 397% $1,395 $265 $0 $1,130 $70.7 -$47 5.6 May-96 3.4 $12.00 $105
REGENERON PHARMACEUTICALS $13.58 61% -30% $755 $295 $214 $673 $10.5 -$78 3.8 Apr-91 0.6 $22.00 $330
TULARIK $24.55 99% 443% $1,645 $196 $28 $1,478 $3.6 -$102 1.9 Dec-99 1.8 $14.00 $636
Screening Average   81% 229% $822 $163   $745 $11.7 -$58 3.4   1.4    
Screening Median   81% 149% $434 $130   $440 $2.6 -$41 2.1   1.0    
                             
Company 3/31/04 Close % of 52wk High % change from 3/24/03 Market Cap ($M) Liquidity, Pro forma ($M) ST&LT Debt ($M) Company Valuation ($M) Valuation/
Employee ($M)
Burn Rate, annualized ($M) Survival Index (Yrs) IPO Date Cash/cash from IPO/share Price/Share At IPO IPO Post-Money Valuation ($M)
CARRINGTON LABORATORIES $4.25 66% 321% $44 $2 $5 $47 $0.2 -$4 0.5 na na na na
CELLEGY PHARMACEUTICALS $3.97 57% -4% $79 $13 $0 $67 $3.3 -$16 0.8 Aug-95 0.6 $6.25 $24
CURATIVE HEALTH SERVICES $13.40 69% -21% $172 $8 $0 $164 $0.4 na na Jun-91 1.8 $7.50 $74
LIFECELL CORP. $8.20 88% 242% $210 $14 $0 $196 $1.1 na na Feb-92 1.1 $7.75 $27
LIFECORE BIOMEDICAL $7.39 90% 14% $95 $6 $0 $90 $0.4 na na na na na na
Wound Average   74% 110% $120 $9   $113 $1.1 -$10 0.7   1.2    
Wound Median   79% 57% $87 $7   $78 $0.7 -$4 0.8   1.0    
                             
Grand Average   74% 153% $1,354 $173   $1,272 $3.0 -$46 3.2   3.7    
Grand Median   76% 106% $290 $72 $226 $1.8 -$27 2.0   1.1    



originally published 04/14/2004


Copyright © 2012. Signals (signalsmag.com) is an online magazine of analysis for biotechnology executives. To contact the Signals editorial department, send e-mail to signals_edit@deloitte.com. Signals is published by: Recap, 2033 N Main Street, Suite 1050 , Walnut Creek, California 94596-3722, Phone: (925) 952-3870